Rock U - Reporting - BI Job
Transcribed Video Content
Okay. So let's talk about the business intelligence Rock job and what its purpose is. If you go under admin tools, system settings, jobs, you'll find that we have pre configured for you this process BI analytics job. It's not scheduled, so you're gonna have to actually give it a schedule and run it. But if you look at the settings, you'll see that there's a lot of settings in here.
So there's a few tasks that this job is gonna accomplish and each of these tasks can be enabled or disabled. Okay? So if you go to run, your your tools, your your BI tools and you find that there's no data, it's probably because you haven't run the job yet. So you can either choose to manually run it once and then kind of play with the tools. Or what I would recommend is you actually schedule it to run.
Okay. So when you whenever it runs with this setup, what it's gonna do is it's gonna, process the person BI analytics. So what that's gonna do is it's gonna go out and keep your person tables for analytics up to date. So as the data changes, it's gonna move that data over and process any kind of historical, changes and see the, video on models to to learn more about that historical, context. So that's gonna do that that task.
Then it's gonna go do the same thing for families. So it's gonna bring that data over, track the historical changes. Same thing with campuses. It's gonna make sure that the campus information is in sync. Then it's gonna bring over the any financial transactions that are new and it's gonna do some, kinda keeping making sure those those transactions are current, have the most accurate data.
So it's gonna do process the financial transactions, then it's gonna process the attendance and do the same thing as it did with financial transactions. And then it's gonna refresh the Power BI token, account tokens. So account tokens in Power BI have to be refreshed every two weeks. If you don't, view a report if you view a report, it's actually refreshing a token right there. But in case you don't view the report in two weeks, we're actually this job's gonna go out there and do it for you.
Now you might be wondering, well, why would I ever wanna turn some of these off? Well, it could be you don't use Power BI and you just, , you don't need to refresh your account tokens. I would say even if you're not using Power BI, it's gonna see that you don't have any account tokens. So that's gonna be, basically no impact to your system. But it might be that you wanna process your your person BI analytics more often than the rest of this.
Okay. So just realize the BI tables are not always a % up to date, every given minute. It's only up to date as of the time this job was run. So it could be that you wanna keep some of these more fresh, you wanna run some four times a day and some of them you only wanna run, once a day. So by allowing you to to just say enable or disable some of these jobs, you can actually create multiple versions of this job, each set to different settings, and schedules and each doing different tasks.
Okay. So it gives you a lot of flexibility, to do that. Okay. And then some of these advanced ones if this is mainly for us developers to see some of the debug information in case we needed to find a bug. Okay.
But that's why you have all these different settings. It allows you to be, very customizable with your scheduling and and the refresh time frames of this data.